Moran Wealth Management, LLC is a reputable investment advisory firm headquartered in Naples, FL, and operates from two offices in the area. With a total of 37 dedicated employees, 20 of whom specialize in investment advisory services, the firm is well-equipped to provide expert financial guidance to its clients. Known for their exceptional track record, Moran Wealth Management, LLC manages a substantial average of approximately $202,620,000 in assets under management per investment advisor, surpassing the industry average. The firm offers a diverse compensation structure, which includes a percentage of assets under management. While their asset portfolio is predominantly composed of discretionary assets, 401K and individual accounts make up less than 30% of their total assets under management. However, Moran Wealth Management, LLC possesses the expertise and capacity to effectively manage employer funds, expanding their reach in the market. Catering primarily to high-net-worth individuals, Moran Wealth Management, LLC prides itself on its extensive client base of over 600 individual clients, with a staggering $4,052,370,000 in assets under management. The firm's success can be attributed in part to the dedication and expertise of their longest tenured advisors, including Ashley Buboltz, Julie Rich, and Jeffrey Lebriton. With a commitment to providing personalized financial solutions tailored to each client's needs, Moran Wealth Management, LLC has established itself as a trusted partner in helping individuals navigate the complexities of wealth management. Whether it's retirement planning, investment strategies, or estate planning, the firm's experienced team is dedicated to delivering comprehensive financial services that align with their clients' goals and aspirations.

Gyroscope Capital Management Group LLC is a highly regarded local investment advisory firm based in Naples, Florida. With a strong focus on high-net-worth individuals, they manage a portfolio of over 30 clients, overseeing more than $350,951,000 in assets. Gyroscope Capital operates from a single office, providing personalized financial services to their esteemed clientele. The firm prides itself on their discretionary asset management approach, ensuring that all investment decisions are made in the best interest of their clients. With a compensation structure that includes a percentage of assets under management, their interests are aligned with the success of their clients' portfolios. Gyroscope Capital Management Group consists of a team of seven professionals, all of whom provide investment advisory services. With an average of approximately $50,140,000 in assets under management per investment advisor, they maintain industry-standard performance levels. The firm benefits from the expertise of their experienced advisors, including Anthony Cirillo, Robert Carr, and Michael Egan, who have been with the company for a considerable period. Their extensive knowledge and dedication have contributed to the firm's reputation and success in providing exceptional financial guidance. Gyroscope Capital Management Group LLC remains committed to offering tailored investment strategies and comprehensive wealth management solutions to their high-net-worth clients. Their strong presence in the Naples community positions them as a trusted partner for individuals seeking expertise in navigating the complexities of the financial markets.

McDermott Investment Advisors, LLC, a local investment advisory firm headquartered in Naples, FL, is committed to providing exceptional financial services. With 16 experienced employees dedicated to investment advisory services, the firm maintains an impressive average of approximately $134,660,000 in assets under management per investment advisor, surpassing the industry average. At McDermott Investment Advisors, LLC, their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. This flexibility allows them to cater to the unique needs of their clients effectively. With a client base of over 150 individuals, McDermott Investment Advisors, LLC manages assets totaling more than $222,771,000. The firm primarily focuses on serving high-net-worth individuals, although they also possess the capability to manage employer funds, while 401K and individual accounts constitute less than 30% of their assets under management. Impressively, McDermott Investment Advisors, LLC exercises discretionary management over 86% of the assets they oversee, showcasing their expertise and client trust in their decision-making abilities. The firm operates across seven offices, enabling them to offer convenient access and personalized services to their clients. McDermott Investment Advisors, LLC takes pride in its team of seasoned professionals, including Charles Bowers, John Cito, and Dean McDermott, some of the longest-tenured advisors at the firm. Their wealth of knowledge and experience enables them to deliver comprehensive investment strategies tailored to each client's unique financial goals and objectives.

CWA Asset Management Group, headquartered in Naples, FL, is a prominent local investment advisory firm with a strong presence in the industry. With five offices, CWA Asset Management Group boasts a team of 47 talented professionals, 23 of whom specialize in providing expert investment advisory services. Their comprehensive expertise and dedication to client success have allowed them to amass an impressive average of $94,690,000 in assets under management per investment advisor, aligning with the industry average. With a diverse compensation structure, including a percentage of assets under management and fixed fees, CWA Asset Management Group ensures transparency and flexibility to meet the unique needs of their clients. While managing less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to effectively handle employer funds. Impressively, 96% of the assets they manage are done so under discretionary management. CWA Asset Management Group's primary focus lies in serving high net worth individuals, with the majority of their assets under management belonging to this esteemed clientele. Additionally, they offer insurance brokerage services, further expanding their range of expertise and client solutions. The firm takes pride in its vast client base, currently serving over 730 individual clients and managing a total of $2,177,945,000 in assets under management. Notably, CWA Asset Management Group boasts a team of seasoned advisors, including Matthew Hickey, Lewis Johnson, and William Beynon, who have demonstrated their commitment and dedication to the firm over the years. CWA Asset Management Group's unwavering dedication to delivering exceptional results, combined with their extensive range of services and experienced team, solidify their position as a trusted and highly sought-after investment advisory firm in Naples, FL, and beyond.

Private Capital Management, based out of Naples, FL, is a trusted local investment advisory firm with a strong track record in managing wealth. With over 80 individual clients and a remarkable $956,459,000 in assets under management, they have established themselves as a leading player in the industry. Operating from two offices, Private Capital Management exclusively manages discretionary assets, ensuring flexibility and agility in their investment strategies. The firm's compensation structure offers various options, including a percentage of assets under management and performance-based fees, aligning their interests with the success of their clients' portfolios. With a team of 19 dedicated professionals, including nine experienced investment advisors, Private Capital Management delivers personalized and comprehensive financial advice. Their investment advisors possess a wealth of industry knowledge and expertise, with several notable figures such as Gregg Powers, Jeffrey Fortier, and David Sissman serving as the longest tenured advisors at the firm. These seasoned professionals contribute to the firm's reputation for providing sound investment recommendations and delivering value to their clients. Private Capital Management's commitment to excellence is further underscored by their impressive average assets under management per investment advisor, amounting to approximately $106,270,000. This figure demonstrates their ability to handle substantial portfolios and positions them as a competitive player within the investment advisory industry. For individuals seeking tailored wealth management solutions, Private Capital Management offers a client-centric approach, prioritizing long-term financial goals and providing comprehensive investment strategies to help clients achieve financial success and security.

Portfolio Medics, LLC is a well-established regional investment advisory firm headquartered in Bonita Springs, FL. With a widespread presence across nine offices, the company boasts a team of 75 dedicated professionals who provide comprehensive investment advisory services to their clients. Demonstrating their expertise and commitment, Portfolio Medics manages an impressive average of approximately $5,110,000 in assets under management per investment advisor. The firm's compensation structure is designed to align with their clients' needs and preferences, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, more than 80% of the assets under their management originate from employer 401(k) plans and individuals, highlighting their proficiency in overseeing these types of investments for both employers and employees. With a staggering 98% of their managed assets falling under discretionary management, Portfolio Medics displays a high level of trust and confidence from their clients. Testament to their success, the firm boasts an extensive clientele of over 2,150 individual clients, with a remarkable $383,038,000 in assets under management. Portfolio Medics takes pride in its experienced team, including notable long-serving advisors such as Gerald Griffith, John Conrath, and Neal Skiles. Their collective expertise and deep industry knowledge contribute to the firm's reputation as a trusted and reliable investment advisory partner. As Portfolio Medics continues to grow and expand its reach, their unwavering commitment to providing exceptional service and managing client portfolios with diligence and expertise remains at the core of their business philosophy.

Macke Financial Advisory Group is a well-established investment advisory firm based in Fort Myers, FL. With their single office location, they cater to a diverse range of clients seeking professional financial guidance. The firm boasts a team of four highly skilled professionals, two of whom specialize in providing investment advisory services. Their expertise and dedication have allowed them to maintain an impressive average of $68,210,000 in assets under management per investment advisor, which aligns with the industry standard. Macke Financial Advisory Group offers a comprehensive compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach to financial planning. Although their focus primarily lies on managing assets for high-net-worth individuals, they possess the necessary expertise and capabilities to oversee employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. With over 70 individual clients, Macke Financial Advisory Group demonstrates their ability to cultivate strong, long-lasting relationships built on trust and reliability. Their exceptional services have attracted clients with a combined total of over $136,418,000 in assets under management. Notably, Todd Macke and Kevin Jordan stand as the firm's most experienced and tenured registered advisors, contributing their extensive knowledge and expertise to the success of the firm. Overall, Macke Financial Advisory Group distinguishes itself as a reputable and trusted financial advisor, offering personalized and comprehensive solutions to help clients navigate the complex world of investments and achieve their financial goals.

Luma Capital, a small investment advisory firm based out of Naples, FL, is dedicated to providing exceptional financial services to its clients. With over 10 individual clients and a remarkable $121,895,000 in assets under management, Luma Capital demonstrates its expertise in managing wealth effectively. The firm operates from a single office in Naples and offers a wide range of services, including accounting support. A notable aspect of Luma Capital's approach is their discretion, as 42% of the assets they manage are discretionary, ensuring personalized and tailored investment strategies. Catering primarily to high net worth individuals, Luma Capital prides itself on understanding the unique financial goals and circumstances of its clients. In terms of compensation, Luma Capital offers various fee structures, including a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. This flexible approach ensures that clients have options that align with their specific needs and preferences. With a team of two dedicated employees providing investment advisory services, Luma Capital delivers a personalized experience to each client. On average, each investment advisor manages approximately $60,950,000 in assets under management, demonstrating a strong commitment to their clients' financial well-being. Daniel Keller and Evan Alexander, two highly experienced registered advisors, have been with Luma Capital for an extensive period, further exemplifying the firm's commitment to building long-term relationships and providing reliable financial guidance. Overall, Luma Capital's focus on personalized service, discretion, and wealth management expertise positions them as a trusted partner for individuals seeking comprehensive and effective financial solutions.

Riverglades Family Offices, LLC is a small investment advisory firm based out of Naples, FL. With one office, the firm specializes in providing investment advisory services to its clients. Led by a team of two dedicated professionals, Riverglades Family Offices, LLC manages an average of approximately $81,700,000 in assets under management per investment advisor, which is on par with the industry average. The compensation structure of Riverglades Family Offices, LLC encompasses various types, including a percentage of assets under management and fixed fees. While less than 30% of their assets under management are comprised of 401K and individual accounts, the firm possesses the capability to effectively manage employer funds. With a discretionary approach, 76% of the assets they oversee are managed at their discretion. Catering primarily to high net worth individuals, Riverglades Family Offices, LLC boasts a diverse client base of over 30 individual clients, with a combined total of more than $163,399,000 in assets under management. The firm takes pride in its long-standing registered advisors, Paul Marinelli and Bertram Martin, who have demonstrated unwavering commitment to the company. Riverglades Family Offices, LLC is dedicated to providing personalized investment advisory services that align with their clients' financial goals and objectives. With a focus on wealth preservation and growth, the firm strives to exceed client expectations through strategic financial planning and expert investment guidance.

Liberty Private Client, LLC is a small investment advisory firm based out of Fort Myers, FL, with a rich history of providing personalized financial services to its clients. With a team of six dedicated professionals, including four investment advisors, Liberty Private Client offers comprehensive investment advisory services tailored to meet the unique needs of their clients. Their expertise in managing assets is evident, as they boast an impressive average of approximately $97,920,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure is flexible, accommodating various methods such as a percentage of assets under management, fixed fees, and hourly charges. With over 60 individual clients entrusting them with their financial well-being, Liberty Private Client manages an impressive total of over $198,651,000 in assets. While the majority of these assets are held by high-net-worth individuals, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent a smaller portion of their assets under management. Operating from two office locations, Liberty Private Client prides itself on its longstanding advisors, some of whom have been with the firm for many years. Notable individuals include Harry Dittmann, Richard Seidel, and Michael Mccort, who bring a wealth of experience and expertise to the team. With 100% of the assets they manage being discretionary, Liberty Private Client ensures that clients' investment portfolios are handled with the utmost care and attention, allowing them to focus on achieving their financial goals with peace of mind.

Rinaldi Wealth Management, Inc. is a distinguished investment advisory firm based in Bonita Springs, FL, operating from a single office. With a team of five dedicated professionals, three of whom specialize in investment advisory services, they provide comprehensive financial guidance to clients. Each investment advisor at Rinaldi Wealth Management, Inc. manages an average of approximately $43,530,000 in assets, showcasing their expertise and ability to handle substantial portfolios. Their compensation structure offers flexibility, incorporating various types, including a percentage of assets under management and hourly charges. With a wealth of experience in managing employer 401K plans and individual investments, approximately half of their assets under management originate from these sources. Rinaldi Wealth Management, Inc. exercises full discretion over the assets they manage, enabling them to make investment decisions on behalf of their clients. Catering primarily to high net worth individuals, they specialize in managing substantial portfolios. In addition to investment advisory services, Rinaldi Wealth Management, Inc. also serves as an insurance broker or agent, offering clients a comprehensive suite of financial solutions. With a substantial client base of over 380 individuals, they currently manage assets totaling over $130,600,000. The firm boasts a team of accomplished advisors, including Jesus Delgado, Emily Ferguson, and Dustin Rinaldi, who have demonstrated their commitment and expertise over the years. Rinaldi Wealth Management, Inc. is dedicated to providing personalized and strategic financial advice, ensuring their clients' financial goals are achieved with utmost care and professionalism.